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Occidental Asset Management’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Occidental Asset Management’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.2M Buy
842,398
+13,432
+2% +$450K 2.8% 4
2026
Q1 		$27.8M Buy
828,966
+46,740
+6% +$1.58M 3.29% 3
2025
Q4 		$26.4M Buy
782,226
+10,124
+1% +$343K 3.18% 5
2025
Q3 		$26.2M Buy
772,102
+47,254
+7% +$1.59M 3.28% 5
2025
Q2 		$24.3M Buy
724,848
+10,943
+2% +$362K 3.36% 5
2025
Q1 		$23.7M Buy
713,905
+8,813
+1% +$291K 3.58% 5
2024
Q4 		$23.1M Buy
705,092
+38,297
+6% +$1.27M 3.61% 3
2024
Q3 		$22.5M Buy
666,795
+30,703
+5% +$1.02M 3.63% 3
2024
Q2 		$20.7M Buy
636,092
+46,336
+8% +$1.5M 3.63% 3
2024
Q1 		$19.3M Buy
589,756
+63,467
+12% +$2.07M 3.6% 3
2023
Q4 		$17.3M Buy
526,289
+11,333
+2% +$360K 3.58% 2
2023
Q3 		$16.2M Buy
514,956
+41,969
+9% +$1.34M 3.75% 3
2023
Q2 		$15.2M Buy
472,987
+36,236
+8% +$1.17M 3.44% 4
2023
Q1 		$14.2M Sell
436,751
-434,182
-50% -$14M 3.54% 4
2022
Q4 		$27.7M Buy
870,933
+95,996
+12% +$3.04M 7.56% 1
2022
Q3 		$24.3M Buy
774,937
+36,246
+5% +$1.18M 7.28% 1
2022
Q2 		$24.1M Buy
738,691
+29,293
+4% +$969K 7.15% 1
2022
Q1 		$24.2M Buy
709,398
+131,706
+23% +$4.61M 6.2% 1
2021
Q4 		$20.9M Buy
577,692
+4,903
+0.9% +$178K 4.96% 2
2021
Q3 		$20.9M Buy
572,789
+24,716
+5% +$909K 5.43% 2
2021
Q2 		$20.1M Buy
548,073
+20,960
+4% +$765K 5.35% 2
2021
Q1 		$19.1M Sell
527,113
-12,588
-2% -$462K 5.68% 2
2020
Q4 		$20.1M Buy
539,701
+16,252
+3% +$600K 6.65% 2
2020
Q3 		$19.2M Buy
523,449
+659
+0.1% +$24.3K 8.01% 2
2020
Q2 		$19.1M Buy
522,790
+1,559
+0.3% +$55.5K 8.45% 2
2020
Q1 		$17.7M Buy
521,231
+106,313
+26% +$3.73M 8.92% 2
2019
Q4 		$14.7M Buy
414,918
+16,646
+4% +$587K 5.97% 2
2019
Q3 		$14.1M Buy
398,272
+37,302
+10% +$1.31M 5.89% 3
2019
Q2 		$12.6M Buy
360,970
+72,060
+25% +$2.47M 5.68% 3
2019
Q1 		$9.87M Buy
288,910
+33,140
+13% +$1.11M 4.75% 4
2018
Q4 		$8.45M Buy
255,770
+46,650
+22% +$1.54M 4.78% 4
2018
Q3 		$6.96M Buy
209,120
+192,566
+1,163% +$6.41M 3.47% 4
2018
Q2 		$551K Buy
+16,554
New +$551K 0.29% 64

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Occidental Asset Management's SPIB Position: Q2 2026 in Review

Occidental Asset Management increased its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 1.6% in Q2 2026, buying an estimated $450K and bringing the position to 842,398 shares worth $28.2M. The position accounts for 2.8% of the portfolio, ranked #4.

Occidental Asset Management first reported a position in SPIB in Q2 2018 and has held it in 33 quarters since. 587 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

  • Occidental Asset Management held 842,398 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $28.2M as of Q2 2026.
  • Occidental Asset Management bought 13,432 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $450K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 2.8% of Occidental Asset Management's portfolio in Q2 2026, its #4 holding.
  • Occidental Asset Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q2 2018 and has held it in 33 quarters since.
  • 587 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.